What steps should be taken to ensure data visibility within the - ProProfs Discuss
Cancel
TopicsDown
Products Down
Follow Us:
FacebookTwitter
Advertisement

What steps should be taken to ensure data visibility within the report?

An app builder has created a report for salespeople to view records from a custom object. Someone complained they are unable to see all of the appropriate records.

This question is part of salesforce app builder review
Asked by Faron, Last updated: Sep 17, 2020

+ Answer
Request
Question menu
Vote up Vote down

2 Answers

Cool Master

Cool Master

Cool Master
Cool Master

Answered Jul 24, 2020

  • Check sharing rules.
  • Check organization-wide defaults.
  • Check the user's profile for object settings.

Report filters matter only when they useterritory based filter I think.

upvote downvote
Reply 

John Smith

John Smith

John Smith
John Smith

Answered Jul 14, 2017

Check sharing rules
Check report filters
Check organization-wide defaults

####
upvote downvote 2
Reply 

Advertisement
Advertisement
Search for Google images Google Image Icon
Select a recommended image
Upload from your computer Loader
Image Preview
Search for Google images Google Image Icon
Select a recommended image
Upload from your computer Loader
Image Preview
Search for Google images Google Image Icon
Select a recommended image
Upload from your computer Loader

Email Sent
We have sent an email to your address "" with instructions to reset your password.